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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,511 | $104,098+29.2% | $140,514-4.3% | $94,015+43.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 0.73% | 15.14%-14.4pp | 14.36%-13.6pp | 17.84%-17.1pp |
| Employer contribution / active EE | $7,903 | $2,388+230.9% | $3,378+133.9% | $2,790+183.3% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,997 | $10,439-23.4% | $13,697-41.6% | $8,951-10.7% |